How Can We Help?
Accounts Receivable
2 ARTICLES
Create Partners
3 ARTICLES
Leads & Opportunities
3 ARTICLES
Quotes & Estimates
4 ARTICLES
Placing and Confirming Orders
4 ARTICLES
Customer Discounts
3 ARTICLES
Create Projects
2 ARTICLES
Purchasing Managment
6 ARTICLES
Inventory Managment
10 ARTICLES
Production Management
2 ARTICLES
Service Management
1 ARTICLE
Sales Management
2 ARTICLES
Shipping Managment
3 ARTICLES
WildFly 10
1 ARTICLE
Customers, Pricing & Discounts
- Currency, exchange rates, payment methods, ship routes and drops, weekends and holidays
- Customer record: terms, tax, currency, type, status, group, sales rep, route, discount, factor, credit limit, deposit, lead time
- Customer Pricing Group screen (customer line discounts, group line discounts, partner groups, parts family)
- Customer types and customer statuses (Type, Status, hold, inactive, pending, prospect, sundry)
- Discount levels and customer Discount / Factor (discount factor levels, Use discount factor levels)
- Flash Discount (flash sale discount by series and partner group, with a due date)
- How line discounts work: customer and group line discounts (how a discount is found, Var 1 / Var 2, dates, price category)
- Payment Terms screen (add or change payment terms, due date, instalments, pay before ship)
- Payment terms (Terms, Net 30, due date, early payment discount, pay before ship, COD)
- Price markup lookup (dealer markup by part family, customer, customer group and opening)
- Tax Codes screen (add or change a tax code, tax rate, region, taxable shipping and installation)
- Tax codes: how taxes are chosen for a customer (Tax 1, Tax 2, Tax 3, tax exempt, tax rate, taxable shipping and installation)
12 ARTICLES
Drawings, Design & Cross-Sections
- Reading window & door drawings
- DXF export of an item
- Shaping one frame of a coupled unit
- Grids & the SUH (sealed-unit) setback
- Sealed units with an optional thickness
- Standard Size mode & mullion centering
- Cross-section drawings (X-sections)
- Step 1 — the X-section unit part
- Step 2 — the placement rules (rule types 301–320)
- Cross-section sheets
- Troubleshooting — "the cross-section is empty or wrong"
- Drawing a cross-section on a design
12 ARTICLES
Getting Started & Company Setup
- How to reset a forgotten account password (openjanelaerp.com)
- Glossary & domain overview
- Appendix — Licensing & editions, in plain words
- Getting around — the main menu
- Currency, customer types, supplier types, ship routes, holidays, units of measure, series categories: lists your administrator sets up
- How to set up company branches and warehouses (add a warehouse, locations, racks, bins, Home Office branch)
- How to set up company preferences for a new company (name, logo, address, units, document numbers, scheduling)
- How to set up cost groups and price groups first (first cost group, first price group, rounding)
- How to set up sales reps, customer pricing groups and your first customer (add a new customer)
- How to set up glass and sealed-unit types (glass types, IG units, spacer, gas, glass thickness)
- How to set up a matrix: create a price matrix (size table) and attach it to an option choice, a part or a series
- How to set up options and answers (add a new option, add a choice, price a choice)
- How to set up part families and suppliers (add a new part family or supplier, family markup, include in price and cost)
- How to set up parts and profiles in OJ Setup (add a new part: stock code, family, type, cost group, price group, units)
- How to set up production lines and stations (line-station routing, shifts, stages, station buffer, saws)
- How to add the first rules to a series (offer options, add parts and profiles, route to stations, test the rules)
- How to set up a new series (product line) step by step: header, shapes, openings, designs, sub-routines
- How to check a new setup works: quote, price, confirm, batch and print one item (setup test)
- How to set up OpenJanela for a new company (setup order checklist: where to start, first steps, what comes first)
- How to set up reports and assign them to production stations (Prod Station Reports, shop paperwork, exceptions)
- How to set up saw codes, profile positions and station views (shop-floor screens for operators)
- How to set up payment terms, tax codes and surcharges for a new company
- How to add users and give them rights for a new company (user groups, permissions, first users)
- How to set up warranties and job types for a new company (supply only, supply and install, service)
24 ARTICLES
Inventory & Purchasing
3 ARTICLES
Knowledge Base & AI Assistant
7 ARTICLES
OpenJanela for Odoo
- OpenJanela for Odoo
- How do I add, edit or change a contact or an address when connected to Odoo?
- How do I add or change a customer or supplier when connected to Odoo?
- How do I set up Odoo for deposits (payment journals)?
- How do I take a deposit when OpenJanela is connected to Odoo?
- How do I invoice an order when OpenJanela is connected to Odoo?
- How do parts, part costs and prices get to Odoo?
- Why does OpenJanela say "This company is connected to Odoo"?
- Odoo or OpenJanela: where do I do what, and which way does the data go?
9 ARTICLES
Product Setup: Series, Options & Pricing
- Assembly pairs (cross-section positions)
- Bulk CAD import (AI)
- Update profile costs by weight
- Cost Groups screen (add or change a cost group, length rounding in inches and mm, area rounding, min area)
- Cost groups and price groups (length rounding, area rounding, minimum area, price rounding)
- Update costs and prices from a spreadsheet
- Guided series setup (AI interview)
- Matrix pricing tables
- Options & choices
- Series detail tabs
- Series
- Sub-Routines
- OJ Setup — Product Setup
- How to set up paint cost on colour answers (per face or perimeter)
- How to set up painted profiles and painting labour (painted stock codes, colour slots, painting station)
- Import new parts from a spreadsheet
- Parts screen (what a part is, every part field, part units and costing — with examples)
- Price Groups screen (add or change a price group, length rounding, area rounding, price rounding, markups)
- Stock Record — create / edit screen
- Surcharges (Tariff / Energy)
20 ARTICLES
Production & Stations
- Assigning a report to a station
- Filtering a batch by option or colour
- Managing a batch — Content, Plan and Finalize
- Direct-to-shipping orders — turn off Gen Shipping on production lines
- Line-Station Routing screen (put stations on a production line, in order, with an average wait)
- Production Control Board
- Production Line setup (cart size, slots, level, sub-lines, glass line, feeder, shifts, generate shipping, sort by)
- Line-Station Routing, Shift capacity windows, Production Stages and Station Buffer
- Production Stations setup (capacity, bottleneck, cart size, buffer, optimized, save directory, service parts, department)
- Production Status Board
- Managing reports
- Reports by panel
- Available reports by station
- Reports & stations — overview
- Saws setup (blade thickness, kerf, grip allowance, v-cut waste, pairing, cut shapes, profile saw code, profile positions)
- Station time-in / time-out (barcode tracking)
- Station Views — the shop-floor screens
- Stations & production lines
18 ARTICLES
Quotes & Orders
- Adding a part to an order
- Copying an order or quote
- Paying a deposit with credit notes
- Item types — what each one lets you edit
- The Egress indicator
- The Install flag on an order line
- Printing a customer document from the Order List
- Reordering line items
- Reverting an order to a quote
- Changing an order after it is released to production
- What happens to an unfinished quote when you close OpenJanela
11 ARTICLES
Rules & Machining
- How to add weep slots and drain holes (drainage) to a sill or frame
- How to end-mill or cope the end of a mullion, T-bar or meeting rail
- How to machine hardware preps: drill handle, lock, strike and hinge holes in the frame or sash
- How machining rules work (notches, drilling, slots, weep holes, hardware prep) in plain English
- How to add a notch where a mullion or meeting rail meets the frame
- How notching flows — end to end
- The attach gate — how a notch lands on a profile
- Notching & Machining Operations
- Rule-type reference
- Troubleshooting — "the notch isn't showing"
- Units & position expressions
- Writing a rule — a checklist
- Levels & binding — the key idea
- Field reference
- How to change which glass a series uses (glass list, glazing thickness, sealed units offered)
- How to change or replace a profile in a series (swap a frame, sash or bead profile, change its cut length)
- How to set glass clearances, gas and glass-related parts with rules
- How to add labour and painting labour to a series
- How to choose a part or a price with a matrix in a rule
- How to add a new type of frame to a series (new frame profile, new construction or renovation frame)
- How to add a new opening style or sash style to a series (new casement, new Open/Shape)
- How to make parts depend on an option answer (colour, glazing type, hardware choice)
- How to add a part (hardware, screws, accessories) to a series with a rule
- How to add a profile (frame, sash, mullion, glazing bead) with cut lengths and end cuts
- How to change the sash size or sash deductions (sash clearance, sash profile length)
- How rules work in plain English (what a rule is, rule order, levels, tests)
- How to send parts to a production station or line (station and line rules; parts going to the wrong station)
- How to group rules in a sub-routine and call it when an answer is chosen
- How to check what a rule did (BOM, rule number, why a part is missing)
- Rules — how they work
- Field relationships & cascades
- Worked example: door flanked by sidelites
32 ARTICLES
Sales, Commissions & Service Teams
- How commission is calculated
- The Net:List ratio
- Commission schemes
- Configuring reps & schemes
- Sales commissions & the Net:List ratio
- Sales people (sales reps) setup — add a salesperson, commission, branch, parent rep
- Sales teams (team leader, team members, team series)
- Monthly sales targets
- How to move a service person to another branch (transfer a technician, installer or measurer)
- Service teams (service, installation and measuring crews, staff, calendar)
10 ARTICLES
Users, Branches & Company
7 ARTICLES
Warranty & Job Types
- Job types (job type setup: supply only, supply and install, service; installation, tax and default warranty per job type)
- Warranty when adding assemblies to a service order
- When the warranty clock starts
- Choosing the warranty on an order
- Warranty & chargeability — overview
- Setting up warranties
- Warranty on a service ticket
- Warranty — troubleshooting
8 ARTICLES